Nvidia

“And so, like, if that's true, there's gonna be a bunch of different, like, new specialized solutions, and it's trillions of dollars of value at stake. And it's not just, like, Single direct attack on NVIDIA. That is like the opportunity.”

“And it is, so it's up in the last five years by 2600%. Okay, so it's shot up. It's if you compare it to even Nvidia stock this year, it's outperformed Nvidia, which is pretty insane.”

“And I plowed a bunch of money into Unity instead of NVIDIA. I was looking at the two and I was like, is it Unity or NVIDIA? And I should have just bet on both, but instead I picked Unity and Unity has done nothing and NVIDIA became the most valuable company in…”

“Actually, looking at my assets, it's probably Bitcoin number one, Nvidia number two, and then like, the house that I live in number three.”

“So both Nvidia and all of these giant LM companies who are spending all this money on training are going to go to zero eventually.”

“Oh, I mean, opinion is that I would sell. Yeah. NVIDIA compared to long-term, I would still be a Google and a Microsoft buyer because of the distribution.”

“This is going to be the biggest of all of them is the biggest opportunity ever. Right? So everybody agrees on that, but there's complete fog of war because like you're saying, Even the apps that are working get disrupted. There's like so much creative destruct…”